Position in JPM
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$669,062
+$104,569 QoQ
Shares Held
2,044
+6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.90%
of 13F equity value
Holder Rank
#4,031
of 5,058 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Denver PWM, LLC holds $1,274,426 across 3 Banks - Diversified names. JPM ranks #1 (52.5% of the industry book) .
All Filings in JPM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $669,062 | 2,044 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $564,493 | 1,919 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $562,918 | 1,747 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $551,056 | 1,747 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $506,472 | 1,747 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $321,588 | 1,311 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $149,339 | 623 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $240,487 | 1,189 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $316,073 | 1,578 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $306,690 | 1,803 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $303,816 | 2,095 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $270,372 | 1,859 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $242,246 | 1,859 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $296,092 | 2,208 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $237,006 | 2,268 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $251,795 | 2,236 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $298,813 | 2,192 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $260,169 | 1,643 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $202,811 | 1,239 | Shares | Sole | 2021-10-13 | |
| No filing history on record for this holder in this stock. | ||||||